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Richmond Investment Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Richmond Investment Services’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.54M Buy
9,925
+1,911
+24% +$315K 0.25% 67
2025
Q4 		$1.35M Buy
8,014
+1,614
+25% +$269K 0.23% 67
2025
Q3 		$1.05M Buy
6,400
+1,298
+25% +$204K 0.2% 73
2025
Q2 		$767K Buy
+5,102
New +$692K 0.16% 88

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Richmond Investment Services's IUSG Position: Q1 2026 in Review

Richmond Investment Services increased its iShares Core S&P US Growth ETF (IUSG) stake by 24% in Q1 2026, buying an estimated $315K and bringing the position to 9,925 shares worth $1.54M. The position accounts for 0.25% of the portfolio, ranked #67.

Richmond Investment Services first reported a position in IUSG in Q2 2025 and has held it in 4 quarters since. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Richmond Investment Services held 9,925 shares of iShares Core S&P US Growth ETF worth $1.54M as of Q1 2026.
  • Richmond Investment Services bought 1,911 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $315K.
  • iShares Core S&P US Growth ETF made up 0.25% of Richmond Investment Services's portfolio in Q1 2026, its #67 holding.
  • Richmond Investment Services first reported a position in iShares Core S&P US Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.